undo

Safe

Undo the last action or a specific action from history. Restores the previous state of the affected entity. Actions can be undone within 24 hours.

💡
What Can Be Undone
  • Transaction creation, editing, and deletion
  • Wallet changes (name, balance corrections)
  • Category assignments
  • Debt payments and closures
  • Goal contributions
  • Budget modifications

Parameters

Parameter Type Description
action_id? string Specific action ID to undo. If omitted, undoes the last action

Examples

User "Undo"
AI Undone: creation of transaction "Coffee" $500. Balance "Main" restored.
User "Undo last action"
User "Undo transaction deletion"
AI Undone: transaction "Taxi" $1,200 restored. Balance updated.

get_action_history

Safe

View the history of all AI actions with the ability to undo any action within 24 hours. Shows what was changed, when, and whether it can be undone.

Parameters

Parameter Type Description
limit? number Number of actions to show. Default: 10
entity_type? string Filter by type: transaction, wallet, category, etc.

Examples

User "Action history"
AI Recent actions:

1. 10:30 - Created transaction "Coffee" $500 [Undo]
2. 10:25 - Changed transaction category → Food [Undo]
3. 09:15 - Deleted transaction "Taxi" [Undo]
4. Yesterday - Created budget "Food" [Undo]
5. 2 days ago - Created wallet "Savings" [Unavailable]
User "What did AI do today?"
User "Wallet change history"

help

Safe

Get help on available commands and how to use them. Can explain specific features or show examples.

Parameters

Parameter Type Description
topic? string Specific topic: transactions, wallets, budgets, etc.

Examples

User "Help"
AI I'll help manage your finances! Here's what I can do:

💳 Transactions - add expenses and income
👛 Wallets - manage accounts and cards
📊 Budgets - set spending limits
🎯 Goals - save for your dreams
🤝 Debts - track who owes whom
📈 Analytics - view statistics

Examples: "spent 500 on coffee", "how much did I spend this month?"
User "How to create a budget?"
User "What can you do with debts?"

export_data

Safe

Export your financial data in various formats. Useful for backup, analysis in Excel, or sharing with accountants.

Parameters

Parameter Type Description
format? string csv, json, pdf. Default: csv
type? string What to export: transactions, all. Default: transactions
period? string Time period: month, year, all. Default: month

Examples

User "Export transactions for the month"
AI Export ready! Download file: transactions_2026-01.csv (42 transactions)
User "Export all data to JSON"
User "PDF report for the year"